+201.7%
IWD vs RVTY
+211.6%
-9.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.7% |
| 7D | +2.3% | -0.5% | +2.7% | +2.4% |
| 30D | +3.6% | +1.5% | +2.0% | +2.8% |
| 3M | +2.2% | +31.5% | -29.3% | -6.5% |
| 6M | +13.0% | +62.7% | -49.7% | -3.5% |
| YTD | +26.5% | +60.0% | -33.5% | +7.5% |
| 1Y | +30.1% | +65.7% | -35.6% | +9.1% |
| 3Y | +84.9% | +85.2% | -0.3% | +44.4% |
| 5Y | +73.4% | -14.9% | +88.2% | +72.2% |
| All | +201.7% | +211.6% | -9.9% | +76.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RVTY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling